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investing: edits

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Simon Michael
2024-04-11 08:02:24 -10:00
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src/Investing-and-trading.md
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@@ -7,18 +7,18 @@ The main challenge of accounting for investments and trading in PTA is tracking
to calculate capital gain/loss accurately and comply with tax rules. to calculate capital gain/loss accurately and comply with tax rules.
Here are several methods: Here are several methods:
1. **Lot subaccounts** 1. **Lot subaccounts.**
Each lot is given an explicit subaccount, entries are created manually. Each lot is given an explicit subaccount, entries are created manually.
Simple and flexible, works in any PTA app. Simple and flexible, works in any PTA app.
- [hledger/ledger example](https://forum.plaintextaccounting.org/t/repost-example-calculating-uk-capital-gains-with-ledger/227/2) - [hledger/ledger example](https://forum.plaintextaccounting.org/t/repost-example-calculating-uk-capital-gains-with-ledger/227/2)
2. **Lot syntax** 2. **Lot syntax.**
The app has special syntax and support for lots. The app has special syntax and support for lots.
Convenient, has restrictions. Available in Beancount and Ledger. Convenient, has restrictions. Available in Beancount and Ledger.
- [Beancount doc](https://docs.google.com/document/d/1F8IJ_7fMHZ75XFPocMokLxVZczAhrBRBVN9uMhQFCZ4/edit#heading=h.katmw1lwm4yh) - [Beancount doc](https://docs.google.com/document/d/1F8IJ_7fMHZ75XFPocMokLxVZczAhrBRBVN9uMhQFCZ4/edit#heading=h.katmw1lwm4yh)
- [Ledger doc](https://ledger-cli.org/doc/ledger3.html#Buying-and-Selling-Stock) - [Ledger doc](https://ledger-cli.org/doc/ledger3.html#Buying-and-Selling-Stock)
3. **Lot entry-generating tools**. 3. **Lot entry-generating tools.**
Add-on tools help generate lot-aware entries. Add-on tools help generate lot-aware entries.
- [lotter](https://src.d10.dev/lotter/doc/tip/README.md) detects lots from ordinary transactions, adds lot information to buy/sell entries. Works with Ledger. - [lotter](https://src.d10.dev/lotter/doc/tip/README.md) detects lots from ordinary transactions, adds lot information to buy/sell entries. Works with Ledger.
- [hledger-lots](https://github.com/edkedk99/hledger-lots) detects lots from ordinary transactions, helps make buy/sell entries. Works with hledger. - [hledger-lots](https://github.com/edkedk99/hledger-lots) detects lots from ordinary transactions, helps make buy/sell entries. Works with hledger.